Questions tagged [process-builder]

The Process Builder is a workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly graphical representation of your process as you build it.

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33 views

Populate a form field from APEX [closed]

I have a custom form field in the Account object UI. Lets call it time now I have a class, that is triggered every time an update of the UI is performed eg(name change, phone number entered, address ...
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29 views

Order of Execution - Process Builder

I have the following process triggering when an Opp generates an Order: Opp -> Order (Draft status) Platform Event Trigger (based on Order Status change) PE Flow Subscriber: Sets Order Status to ...
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13 views

Error Sending Notifications for Community User

I was trying to send notifications for a community user, however I'am not able to, is there something wrong in how I setup my recipients?
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12 views

Is there any way to auto create the task without a due date in Process Builder

I have a Process Builder, when certain criteria is met creates follow-up task with a Due Date of TaskCreatedDate+3 Users want to add their own due date on Task instead of automating the due date to 3 ...
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1answer
33 views

Process Builder not Updating Field

I have a process builder that updates an opportunity field only if the related payment payment method field is cash or cheque. When testing it out and creating a related payment with payment method ...
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1answer
23 views

process builder check if two days and return true/false

I'm trying to compare if the two dates <= 30 if yes then returning the true or false Here is my formula that I'm using: If(!ISBLANK( Cancel_Date__c ), Cancel_Date__c , If(MOD(( Date_Executed__c + ...
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20 views

process builder not running to create campaign member

I want to create Process builder which will create campaign member when contact is created and below conditions met Region = EMea Account Type = Partner Partner Category = Distributor Business Unit =...
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1answer
15 views

Customizing logic in process builder

can i customize the logic in pb like this 1 AND 2 AND 3 AND (4 OR 5) AND 6 AND 7
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1answer
25 views

Workflow Rule Runs Twice

The scenario is, there is a field called 'Expected closing Date' on the opportunity object. When the opportunity owner changes the expected closing date it should go for the approval of his manager. ...
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1answer
29 views

Process Builder: Ischanged() does not work for new records

I am trying to create a process that runs when it meets the following criteria: Field A has been inserted or changed Field B has a certain picklist value(Attended or connected) Field C or Field D(...
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1answer
27 views

Automate Lead Conversion in Salesforce

In salesforce, lead is converted into Account, Contact, and Opportunity. Opportunity is optional to create upon conversion. The convert button on Lead does the conversion. Is it possible to convert ...
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1answer
36 views

Only one parameter is support on methods with @invocablem

I need to update status values to the custom object Loan application so used apex class and to call in process builder it caused an error Error:**Only one parameter is supported on methods with can ...
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31 views

Create a flow that is triggered 30 days after business won [closed]

I want to update an account field, 30 days after opportunity business won. How do I trigger 30 days after business won using flows
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1answer
43 views

Why the oficial docs recommend to use Flows over Apex Triggers, if handling the Governor Limits is nearly impossible when the App grows?

Even if you follow the guidelines and keep one PB for sObject and so on, you'll be probably sooner or later having to refactor the (probably quite big) PB, to an Apex Trigger. So why the docs ...
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1answer
14 views

Process builder & Flows in AppEchange Apps allowed or not? Also, check in what editions of SF flows are allowed? [closed]

Can anyone please reply, if we can use Flows in AppEchange Apps or not? Also, check in what editions of SF flows are allowed? like, application created with the flows to some task(s) and process ...
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1answer
18 views

Send Emails through Flow or process builder

just a quick question. We have a requirement where we need to send email to assigned user if task is selected 'open'. Now I have tried this in process builder and flow, so far it's working. what i ...
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1answer
19 views

Process Builder doesn't seem to execute from Test Methods

I have Process Builders built on Cases which makes the following job: Change Owner to Queue on Create Change Status to 'New' on Create, to 'In Progress' on Accept, and changes parent case Status to '...
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22 views

Record Type Not Changed With Process Builder

My criteria for process builder is this AND( OR( [Contact].RecordType.DeveloperName = 'Commercial – Sales' , [Contact].RecordType.DeveloperName = 'Residential – Sales' ), ...
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1answer
21 views

SF - Create Flow based on 'If Quote Line Items Name Contains'

I am trying to create a flow based on the following: When a Quote status changes to 'Accepted' Check all Quote Line Item Product Names If any Quote Line Item Product Names contain a certain string ...
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1answer
28 views

The formula expression is invalid: Syntax error. Missing ')' formula error in process builder

i AM CREATING A PROCESS BUILDER WITH CONDITIONS AS FOLLOWS Residential / Commercial: Sales //THESE ARE ME RECORD TYPES Contact Type: Investor, End User or Buyer //MULTIPICKLIST Stage: Past Client //...
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1answer
21 views

How many jobs are running by the user

Want to freeze one user account, before want to know how many jobs(process builder, workflow, batch job everything) are running by the user? Any type of suggestion or SOQL statement will be helpful.
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1answer
25 views

Can't Access Quote Line Items through Quote Object in Process Builder

When I go to create a new process in Process Builder on the Quote Object, why are Quote Line Items not an option under field selection? See image below - The 'Line Items' that shows is just a count ...
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2answers
26 views

Get the last created Opportunity Record with Flow or Process Builder

I will like to get the last Opportunity that was created. I created two custom fields on Opportunity Object: Checkbox Field = "My Last Opportunity" and Text Field = "Last Opp ID". ...
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43 views

How to set up a custom Quota's object? (multiple quotas)

I'm looking for some folks to help me brainstorm how to set up a custom object(s) to allow managers to input quotas for sales people. I can't use the OOTB forecast/quota functionality because it only ...
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1answer
19 views

How to prevent redirecting to another page while assigning a flow to custom button

I had created a flow for automating my things. I created a custom button and assigned a flow to it. When I try to press the button it takes me to another page. Can someone tell how can i prevent it ...
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1answer
49 views

Update child record when parent record is created - possible w/ process builder? [closed]

I could not find any info online on whether or not is possible to update a parent record when a child record is created in a lookup relationship in process builder or if it would have to be a trigger. ...
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1answer
34 views

Are Platform Events supported for Customer Community users?

I've got a very simple Platform event published by Apex code, and a subscribed Process Builder receiving it. Transcript_Request__e patEvt = new Transcript_Request__e(); patEvt.Enrollment_Id__c = '...
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19 views

Scheduled Process Builder not working on Record Update

I'm having trouble with a process builder and need some help. The Process is on the Opportunity Object when a record is created or updated. The recursion checkbox is unchecked. I have 2 custom fields, ...
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14 views

Flow to create a new content note when custom opp field is populated & update same custom field when new content note is created

I have a client who has an active flow (not my dev) that is expected to perform two actions: Create new ContentNote when Opportunity.Last_Note__c is changed Update Opportunity.Last_Note__c with ...
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14 views

Delete Prior Calendar Event when date/time is updated

I currently have a Process Builder that creates a calendar event when the Opportunity Due Date changes. The problem is a new event gets created whenever the date/time field changes. So the old prior ...
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21 views

UNABLE_TO_LOCK_ROW Error on Unrelated Record

My organization utilizes two custom objects to track shipments for opportunities. Object1 represents a shipment, while Object2 is a parent object of Object1 which is essentially shares the same fields/...
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28 views

Winter '21 update and failure in web-to-lead flow

I'll describe a series of actions that has been functioning 100% as expected in our org for a couple of years now and point out the issue Leads come in via web-to-lead along with a campaign Id and a ...
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1answer
18 views

The callout was unsuccessful because of pending uncommitted changes when running open API Action Flow from Process Builder [closed]

I have an Auto Launched Flow that passes contact details through an Open Api action. This Flow works when using the Debug. BUT when coupled with a Process builder that triggers on Contact where status ...
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10 views

Auto populate primary contact from related tab items in Opportunity to another object field [closed]

I have created a process builder to auto populate fields from opportunity to another object as soon the opportunity is a win. So a record is created as soon its a win and fills out required fields ...
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24 views

Process Builder Formula Help

In process builder, I created the formula below to transfer contact information onto the opportunity during opportunity creation from a contact. If anyone can help me determine why the bold section ...
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1answer
31 views

group membership operation already in progress

When a user is created , a process builder is fired and it assign different roles and permissions to the users. The first decision is to assign the support ticket user . Next decision node is to ...
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36 views

Check if the record is unlocked in process builder or apex class? [duplicate]

I have a process builder with three decision nodes. When a user is created , the process builder is fired and it assign different roles and permissions to the users. The first decision is to assign ...
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47 views

How to change record type based on a criteria with Flow in Salesforce? [closed]

I used 'get Records' element to get record type id and then try to assign it to a record upon some criteria when contact created. I got the error as shown in bellow screenshot. can anyone highlight ...
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1answer
33 views

Multiple emails are being sent via scheduled email actions from Process builder

Per our requirement, we need to send an email alert 7 days prior to a date field on the Case object. In the criteria we have built a formula to check the record type and if that date is being changed (...
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0answers
22 views

How to create a flow to automate the opportunity creation from user input in a form?

I was trying to create a flow that asks for inputs when run by a screen flow, name, surname, birthdate, a file upload, quantity of the product, and an opportunity. So I want to create a contact with ...
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1answer
23 views

Launch JavaScript script from auto Process

The requirement is to build PDF in an automate process on records. My solution is to build kind of API on Heroku that will render PDF using a external Framework. I am wondering if there is any way I ...
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26 views

Lead Conversion Error: Your Lead is Missing a Mapping Field - Process Builder Process to Create Contact Roles when Opportunity

How do I prevent a conflict between the Lead conversion process and Process Builder which is generating a Lead mapping field error? I appear to have a conflict between the Lead conversion process and ...
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1answer
61 views

How to add Case Owner to Case Team with Process builder and Flow?

I am looking some help and steps How to add Case Owner to Case Team with Process builder and Flow? I have created a flow with steps: Create a flow (auto-launched) and add three text variables: ...
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14 views

Class Apex to excute lead assignment rule is not working

I need to run the assignment lead rule using Class apex from Process builder, the action update field works correctly, but the prospect owner remains the same. Even though, he no longer matches the ...
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1answer
17 views

What happens with Process Builder runtime errors?

When happens when a process with multiple steps encounters a runtime error? Does it stop processing at its current step or does it stop processing the current step and move to the next? Salesforce ...
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1answer
59 views

Calculate Integers as Time format

I am developing a flow (process builder) to perform integer calculations, but in the Time format. Due to a limitation in BMC Helix Remedyforce, I was unable to use a Time field in CMDB and therefore ...
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1answer
61 views

Check Box field is not updating to properly in opportunity through processbuilder to bypass the validation Rule During Conversion

I have created process Builder to update the checkbox field to false after 1minute of lead conversion but it is not working properly in production and working properly in the sandbox the formula ...
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1answer
81 views

Profile does not have access to: processbuilderaction

Unit test is failing with the error "Profile does not have access to: processbuilderaction". Context: Unit test case, runs as user profile and creates a record on custom object. There is a ...
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1answer
78 views

Does the PRIORVALUE function work with lookup field? Has something about PRIORVALUE changed recently?

Here's a snippet from a process builder formula that was working in production (or at least not giving syntax errors when saved) until recently. '(PRIORVALUE([Contact].npsp__Primary_Affiliation__r....
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1answer
35 views

Notifications from process builder fire when Owner field is updated manually, but not when Owner is updated via process builder

I have a process builder set up to do the following on a custom object, Referral: If the custom field "Referred To" changes, update the Owner field to a queue (the queue id is dynamic based ...

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